GRIES FINANCIAL LLC - Portfolio overview

GRIES FINANCIAL LLC has 323 reported holdings in this dataset, with the latest filing dated 2025-10-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.28%
2. DYNF - BLACKROCK ETF TRUST, 5.40%
3. GAUG - FIRST TR EXCHNG TRADED FD VI, 4.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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